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The role of super in estate planning and issues upon death paper

Published on 19 Aug 10 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • obstacles to use of SMSF for effective estate planning
  • payment of death benefits
  • allocation of contributions
  • use of reserves.

Author profiles:

Author Photo - Paul BANISTER
Paul BANISTER
Current at 28 June 2011 Click here to expand/collapse more articles by Paul BANISTER.
 
Linda FARMER
Current at 07 September 2010 Click here to expand/collapse more articles by Linda FARMER.

This was presented at 18th National Tax Intensive Retreat .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Challenging a trustee's decision to pay a superannuation death benefit

Author(s):  Bernie O'SULLIVAN

Materials from this session:







Further details about this event:

 

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